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Sub-user permissions — how do I let a bookkeeper only see reports?
Asked by Marcus T. · 7/3/2026, 9:49:12 AM
Want to give our bookkeeper access to run reports but NOT to void/refund or change settings.
Asked by Marcus T. · 7/3/2026, 9:49:12 AM
Want to give our bookkeeper access to run reports but NOT to void/refund or change settings.
USAePay has granular per-user permissions:
Void Transactions, Refund Transactions, Manage Settings, Manage Users, Add/Edit CustomersView Transactions, Run Reports, Export DataAlso set a spending / refund limit to $0 for that user as a belt-and-suspenders control — even if a permission is accidentally granted, they can't move money.
The user gets an email invite to set their own password. Enforce 2FA on all sub-users under Settings → Security → Require 2FA for all users.
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